SPC
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Sigma Planning Corp’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Sigma Planning Corp’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,247
Closed -$520K – 1320
2025
Q2 		$520K Buy
+16,247
New +$483K 0.02% 765

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sigma Planning Corp's FESM Position: Q3 2025 in Review

Sigma Planning Corp sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2025, closing a stake of 16,247 shares — an estimated $520K sold.

Sigma Planning Corp first reported a position in FESM in Q2 2025 and held it in 1 quarter. The position peaked at $520K in Q2 2025. 145 funds tracked by Wall St. Rank hold FESM as of Q3 2025.

  • Sigma Planning Corp reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 16,247 Fidelity Enhanced Small Cap Core ETF shares in Q3 2025, an estimated $520K.
  • Sigma Planning Corp first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and held it in 1 quarter.
  • Sigma Planning Corp's Fidelity Enhanced Small Cap Core ETF position peaked at $520K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.